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Plante Moran Financial Advisors’s First Trust Dow Jones Global Select Dividend Index Fund FGD Stock Holding History

Plante Moran Financial Advisors’s Portfolio FGD Stock Details FGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-635
Closed -$17K – 819
2014
Q3 		$17K Buy
+635
New +$18K 0.01% 428

Other funds holding FGD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BJ
Brouwer & Janachowski Mill Valley, California $574M AUM 24.29% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Plante Moran Financial Advisors's FGD Position: Q4 2014 in Review

Plante Moran Financial Advisors sold out of First Trust Dow Jones Global Select Dividend Index Fund (FGD) in Q4 2014, closing a stake of 635 shares — an estimated $17K sold.

Plante Moran Financial Advisors first reported a position in FGD in Q3 2014 and held it in 1 quarter. The position peaked at $17K in Q3 2014. 78 funds tracked by Wall St. Rank hold FGD as of Q4 2014.

  • Plante Moran Financial Advisors reported no remaining First Trust Dow Jones Global Select Dividend Index Fund position as of Q4 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 635 First Trust Dow Jones Global Select Dividend Index Fund shares in Q4 2014, an estimated $17K.
  • Plante Moran Financial Advisors first reported a position in First Trust Dow Jones Global Select Dividend Index Fund in Q3 2014 and held it in 1 quarter.
  • Plante Moran Financial Advisors's First Trust Dow Jones Global Select Dividend Index Fund position peaked at $17K in Q3 2014.
  • 78 funds tracked by Wall St. Rank held First Trust Dow Jones Global Select Dividend Index Fund as of Q4 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2014, filed 27 Jan 2015.